KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in LCII — Lci Industries

CIK 1021223 LOS ANGELES, CA

Back to LCII Full portfolio

Position in LCII

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$184,343,008

-$51,689,184 QoQ

Shares Held

1,741,056

-9.3% QoQ

Ownership

7.16%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

of 355 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 72% Shared 16% None 12%

Common Shares in LCII Over Time

Shares Held

Position Value (USD)

Position in Recreational Vehicles

Consumer Cyclical · as of Jun 30, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $456,788,193 across 4 Recreational Vehicles names. LCII ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	THO	Thor Industries Inc	3,624,570	$272,422,681
2	LCII	Lci Industries This page	1,741,056	$184,343,008
3	BC	Brunswick Corp	200	$16,848
4	PATK	Patrick Industries Inc	63	$5,656

All Filings in LCII

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21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$184,343,008	1,741,056	-9.3%	Shares	Defined	2026-08-13
2026-06-30	$184,363,761	1,741,252	—	Shares	Sole	2026-08-13
2026-03-31	$236,032,192	1,919,273	-3.8%	Shares	Defined	2026-05-14
2025-12-31	$242,166,488	1,995,768	-8.1%	Shares	Defined	2026-02-13
2025-09-30	$202,304,660	2,171,816	-2.2%	Shares	Defined	2025-11-13
2025-06-30	$202,573,386	2,221,443	+0.6%	Shares	Defined	2025-08-13
2025-03-31	$193,155,601	2,209,260	-1.2%	Shares	Defined	2025-05-14
2024-12-31	$231,092,571	2,235,154	-7.4%	Shares	Defined	2025-02-21
2024-09-30	$291,091,683	2,414,897	+1.9%	Shares	Defined	2024-11-13
2024-06-30	$244,969,040	2,369,598	+0.2%	Shares	Defined	2024-08-13
2024-03-31	$290,981,399	2,364,549	+1.8%	Shares	Defined	2024-05-14
2023-12-31	$292,089,321	2,323,517	-2.7%	Shares	Defined	2024-02-13
2023-09-30	$280,542,212	2,389,220	-0.5%	Shares	Defined	2023-11-13
2023-06-30	$303,433,322	2,401,340	-0.1%	Shares	Defined	2023-08-11
2023-03-31	$264,198,235	2,404,644	+9.4%	Shares	Defined	2023-05-16
2022-12-31	$203,246,702	2,198,450	-7.2%	Shares	Defined	2023-02-14
2022-09-30	$240,352,550	2,368,939	+11.9%	Shares	Defined	2022-11-16
2022-06-30	$236,867,972	2,117,161	+56.7%	Shares	Defined	2022-08-12
2022-03-31	$140,281,151	1,351,326	+5.4%	Shares	Defined	2022-05-16
2021-12-31	$199,789,489	1,281,770	+2151.3%	Shares	Defined	2022-02-14
2021-09-30	$7,665,024	56,934	—	Shares	Defined	2021-11-12
No filing history on record for this holder in this stock.